Investor Call – China 2017, CFP2-ACO, Coherent DSPs

Andrew Schmitt gave an update on the optical equipment and component market during an investor call hosted by Troy Jensen of Piper Jaffray on Tuesday, October 4. Sixty-eight investors participated. An extended Q&A session followed Andrew’s presentation, and topics of interest included:

  • China 100G port volume trends for 2H16 and 2017
  • Huawei’s upcoming 100G technology decisions and supplier purchasing shifts
  • CFP2-ACO shipments and the component & equipment supply chain for this product
  • Coherent DSP R&D developments and supplier updates
  • Updates on direct-detect 100G and PAM-4 development
  • Observations on Infinera, Ciena, Acacia, Inphi, and Clariphy and discussion of potential M&A activity

Following is a summary of the key takeaways, as well as a full transcript of the discussion. Cignal AI clients can also listen to an audio replay.
Requires Optical Active Insight subscription.

ECOC 2016 Market Focus Presentation

Andrew Schmitt has returned from a week of meetings in Europe including three days at the European Conference on Optical Communications (ECOC). He spoke to a capacity crowd at the ECOC Market Focus event and presented a summary of Cignal AI’s latest data. The presentation explored the latest developments in the optical DCI equipment and Metro 100G+ markets.

Optical Active Insight clients can download his presentation.

Powerpoint (.pdf)

Next Gen Optical Networking 2016

Andrew presented the keynote presentation to kick off Next Gen Optical Networking in Nice, France on June 29th. His presentation was titled “Making Technology Decisions in a Challenging Environment”, and used Cignal AI’s recently released optical equipment market data to support observations of the market.

Registered users (free) can read the rest and download the presentation.
Requires subscription.

Investor Call – China, CFP2-ACO, ROADMs & More

Andrew Schmitt created some excitement when he spoke about optical component and equipment market trends on a Piper Jaffray investor call on April 22. 83 investor clients were on the line, and some insightful questions were posed to Andrew as he gave his observations on a wide range of topics. The following is a full transcript of that discussion.
Requires Optical Active Insight subscription.